One Team Through It All
As one of the largest, and fastest-growing advisory firms, we pride ourselves in our academically rigorous investing solutions that reflect your unique goals, tax circumstances, risk tolerance, and investment preferences. Whether you’re saving for life goals such as retirement** or your child’s education, or are looking for asset management and investment advice to grow your wealth, our experienced advisors can help.
Adhering to Evidence-Based Principles
Our five investing principles are the culmination of decades of research and market analysis, and represent the best practices of today’s institutional investment community. We put them to work for you and your family.
Diversify broadly, both across and within global asset classes
Manage portfolio risk over the long term
Use factors to determine how we invest within asset classes
Identify characteristics that have historically led to outperformance
Take a systematic, long-term approach to investing and building wealth
Invest with patience and discipline
Rebalance regularly
Recalibrate portfolios to remain aligned with objectives
Keep costs, turnover, and taxes as low as possible
Optimize long-term investment returnsFeatured Solutions*
- Multifactor strategies
- Custom allocations
- Concentrated positions
- Values-based investing
- Private equity
- Private credit
- Alternatives
- Options
*For qualified/accredited investors only. Options strategies and alternative investments are subject to greater risks than those associated with traditional investments and are not suitable for all investors.
Our Services
Financial Planning
Investment Management
Tax Planning and Preparation
Estate Planning
Insurance Solutions
Trustee Services
A Family Office for Your Family
We’ve adapted the sophisticated, time-tested strategiesused by ultra-high-net-worth individuals to help more families take control of their financial future.
A unified team
of advisors, planners, investors, accountants, and estate strategists that designs – and executes – your financial plan
A hand-picked advisor
who is focused on serving you, not on finding new clients
An institutional-grade portfolio
personalized to you and managed by a team of 100+ investment professionals, not just one advisor
A boutique fiduciary with national strength
that combines intimate service and sophisticated capability, and only acts in your best interest
Mercer Advisors offers the strength of a large national firm with the personal touch you expect from a local office.
TRUST WE HAVE EARNED
Read Reviews from our Clients
Helping families like yours for over
40 years and counting.
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As one of the largest, and fastest-growing advisory firms, we pride ourselves in our academically rigorous investing solutions that reflect your unique goals, tax circumstances, risk tolerance, and investment preferences. Whether you’re saving for life goals such as retirement** or your child’s education, or are looking for asset management and investment advice to grow your wealth, our experienced advisors can help.
Frequently Asked Questions
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At Mercer Advisors, the phrase “unified team” refers to our integrated group of professionals — financial planners, investment managers, tax advisors, estate strategists, insurance specialists, and other professionals — who collaborate to design and execute your comprehensive financial plan. This unified approach helps ensure all aspects of your financial life are working together.
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A fiduciary is legally obligated to act in your best interest, placing your needs above their own. As a Registered Investment Advisor (RIA), Mercer Advisors upholds this fiduciary duty, our recommendations are based on what we believe is in your best financial interest.
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We believe in simple, transparent fees. As a fee-based fiduciary, we can remain focused on doing what’s best for you, not commissions.
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Mercer Advisors employs a factor-based investing approach, grounded in decades of academic research. This investment strategy involves assessing factors such as company size, quality, momentum, value, and volatility to construct well-diversified portfolios with higher expected returns.
Our investment committee oversees this process, helping to ensure that your portfolio aligns with your financial goals and risk tolerance. -
Mercer Advisors offers flexible engagement options to meet your preferences. While we have 100+ offices nationwide, we also provide virtual services, allowing you to collaborate with your advisory team remotely.
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Yes! We offer a complimentary consultation where we’ll discuss your financial goals and how we can help. If you’d like to move forward and work with us, you’ll be thoughtfully matched with an advisor suited to your needs who can create a plan and help you put it into action.
